QUEST FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- QUEST FOUNDATION (EIN 20-1844715)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-08
- IRS object ID
- 202343129349101859
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-08T13:29:14-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 946214841 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARMANINO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2700 CAMINO RAMON STE 350 | AddressLine1Txt |
| City | SAN RAMON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 945835004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201844715 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | QUEST FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | QUES | BusinessNameControlTxt |
| Phone | 9257431925 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 339 | AddressLine1Txt |
| City | DANVILLE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94526 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DEREK JERNSTEDT | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 9257431925 | PhoneNum |
| Signature | 2023-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DEREK | PersonFirstNm |
| Person Last | JERNSTEDT | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MATTHEW PETROSKI | PreparerPersonNm |
| PTIN | P00853132 | PTIN |
| Phone | 9257902600 | PhoneNum |
| Preparation | 2023-11-07 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $97,905,568 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,679,101 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $48,324 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $34,058 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,421,654 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,191,629 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,754,029 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $28,041,256 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,173,606 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $5,903,108 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,399,293 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $220,246 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $22,025 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $163,482 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $31,559 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $70,158 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $64,625 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $32,313 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $33,471 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $423,086 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $423,086 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Net Invst Incm | $10,119 | TaxesNetInvstIncmAmt |
| Occupancy Rev And Expnss | $45,572 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $45,560 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $7,655 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $7,664 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $1,276 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $1,276 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $7,498 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $7,563 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $801,517 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $487,543 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $329,174 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,558,922 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,861,029 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $8,360,439 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $487,543 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $8,190,203 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,457,331 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,911,750 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $273,590 | CashBOYAmt |
| Cash EOY | $181,360 | CashEOYAmt |
| Cash EOYFMV | $181,360 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $5,080,814 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,302,813 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,302,813 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $157,613 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $47,019 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $157,613 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $157,613 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $57,187,549 | CorporateStockBOYAmt |
| Corporate Stock EOY | $41,714,903 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $41,714,903 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $27,934,525 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $26,635,335 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $26,635,335 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $29,481,205 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $25,820,155 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $25,820,155 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $64,640 | OtherAssetsBOYAmt |
| Other Assets EOY | $93,389 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $93,389 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $120,069,342 | TotalAssetsBOYAmt |
| Total Assets EOY | $97,905,568 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $97,905,568 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $107,074 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $26,813 | AccountsPayableEOYAmt |
| Grants Payable BOY | $1,168,879 | GrantsPayableBOYAmt |
| Grants Payable EOY | $866,773 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $479,146 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $217,347 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,755,099 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,110,933 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $118,314,243 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $96,794,635 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $118,314,243 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $96,794,635 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $120,069,342 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $97,905,568 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $118,314,243 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,457,331 | ExcessRevenueOverExpensesAmt |
| Other Increases | $19,965 | OtherIncreasesAmt |
| Subtotal | $115,876,877 | SubtotalAmt |
| Other Decreases | $19,082,242 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $96,794,635 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $27,990,072 | $25,862,191 | $2,127,881 | $2,127,881 |
| CAPITAL GAINS DIVIDENDS | P | $51,184 | $5,459 | $45,725 | $45,725 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,173,606 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $54,373 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $54,373 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $54,373 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $181,681 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $181,681 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $127,308 | OverpaymentAmt |
| Applied To ES Tax | $127,308 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | TRAYNOR GROUP | IndividualWithBooksNm |
| Phone | 5105815772 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6500 FAIRMOUNT AVE STE 11 | AddressLine1Txt |
| City | EL CERRITO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94530 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DEREK JERNSTEDT | ||||||||
| PO BOX 339 | DANVILLE | CA | 94526 | EXECUTIVE DIRECTOR, CFO & DIRECTOR | 32.00 | $181,647 | $0 | $0 |
| JACI JERNSTEDT | ||||||||
| PO BOX 339 | DANVILLE | CA | 94526 | ASSISTANT FOUNDATION MANAGER, ASSISTAN | 15.00 | $38,599 | $0 | $0 |
| MYLA LARA | ||||||||
| PO BOX 339 | DANVILLE | CA | 94526 | FOUNDATION MANAGER | 10.00 | $31,560 | $0 | $0 |
| DOROTHY JERNSTEDT | ||||||||
| PO BOX 339 | DANVILLE | CA | 94526 | PRESIDENT & DIRECTOR | 2.00 | $0 | $0 | $0 |
| JENNIFER JERNSTEDT | ||||||||
| PO BOX 339 | DANVILLE | CA | 94526 | SECRETARY, AUDIT COMMITTEE CHAIR & DIR | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARMANINO LLP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 398285 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94139 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | AUDIT AND TAX PREPARATION SERVICES | ServiceTypeTxt |
| Compensation | $52,164 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $99,897,833 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,878,824 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $104,776,657 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $104,776,657 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,571,650 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $103,205,007 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,160,250 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,160,250 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $54,373 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $54,373 | TotalTaxAmt |
| Distributable Before Adj | $5,105,877 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,105,877 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $5,105,877 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $8,190,203 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $8,190,203 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,105,877 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $1,711,975 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,909,158 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,241,819 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $6,862,952 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $8,190,203 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,105,877 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,084,326 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $9,947,278 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $9,947,278 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $1,711,975 | ExcessFromYear3Amt |
| Excess From Year2 | $2,909,158 | ExcessFromYear2Amt |
| Excess From Year1 | $2,241,819 | ExcessFromYear1Amt |
| Excess From Current Year | $3,084,326 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DOROTHY JERNSTEDT | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (192 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ACED | ||||||||
| 9470 MICRON AVENUE | SACRAMENTO | CA | 95827 | NONE | PC | TO HELP THE YONGER GENERATION LEARN ABOUT GIVING AND VOLUNTEERING | $24,000 | |
| AIM HIGH FOR HIGH SCHOOL | ||||||||
| PO BOX 410715 | SAN FRANCISCO | CA | 94141 | NONE | PC | NARROWING THE ACHIEVEMENT AND OPPORTUNITY GAPS IN THE EAST BAY | $100,000 | |
| AMERICA SCORES BAY AREA | ||||||||
| 530 DIVISADERO ST 741 | SAN FRANCISCO | CA | 94117 | NONE | PC | TO EMPOWER CHILDREN TO LEAD HEALTHY LIFESTYLES, BE ENGAGED AND COLLABORATIVE STUDENTS AND HAVE THE CONFIDENCE AND CHARACTER TO MAKE A DIFFERENCE IN THE WORLD. | $35,000 | |
| ARISE HIGH SCHOOL | ||||||||
| 3301 E 12TH ST SUITE 205 | OAKLAND | CA | 94601 | NONE | PC | TO HELP STUDENTS FROM LOW-INCOME FAMILIES TO GO TO COLLEGE | $9,923 | |
| ASANTE AFRICA FOUNDATION | ||||||||
| 1334 CARLTON PLACE | LIVERMORE | CA | 94550 | NONE | PC | SUSTAINING, SCALING AND SKILL-BUILDING FOR GIRL-LED CLUBS | $60,000 | |
| ASPIRE EDUCATION PROJECT | ||||||||
| 101 BROADWAY | OAKLAND | CA | 94607 | NONE | PC | EMPOWER STUDENTS TO MEANINGFULLY BETTER THEIR GRADES AND SUSTAINED SUCCESS IN THE NEXT STEPS OF THEIR EDUCATIONAL CAREERS | $25,000 | |
| ASPIRE EDUCATION PROJECT | ||||||||
| 101 BROADWAY | OAKLAND | CA | 94607 | NONE | PC | EMPOWER STUDENTS TO MEANINGFULLY BETTER THEIR GRADES AND SUSTAINED SUCCESS IN THE NEXT STEPS OF THEIR EDUCATIONAL CAREERS | $25,000 | |
| ASPIRE GOLDEN STATE PREP | ||||||||
| 1009 66TH AVENUE | OAKLAND | CA | 94521 | NONE | PC | GENERAL OPERATING SUPPORT | $32,000 | |
| ASPIRE PUBLIC SCHOOLS | ||||||||
| 3170 HILLTOP MALL RD | RICHMOND | CA | 94806 | NONE | PC | TO INCREASE THE ACADEMIC PERFORMANCE OF UNDERSERVED STUDENTS, DEVELOP EFFECTIVE EDUCATORS, SHARE SUCCESSFUL PRACTICES WITH OTHER FORWARD-THINKING EDUCATORS, AND CATALYZE CHANGE IN PUBLIC SCHOOLS NATIONWIDE | $40,000 | |
| ASSISTANCE LEAGUE OF OMAHA | ||||||||
| 8502 WEST CENTER ROAD | OMAHA | NE | 68124 | NONE | PC | TO TRANSFORM THE LIVES OF CHILDREN AND ADULTS THROUGH COMMUNITY PROGRAMS. | $25,000 | |
| ATTITUDINAL HEALLING CONNECTION | ||||||||
| 101 MYRTLE STREET | OAKLAND | CA | 94607 | NONE | PC | EMPOWER INDIVIDUALS TO BE SELF-AWARE AND INSPIRED THROUGH ART, CREATIVITY, AND EDUCCATION | $12,500 | |
| AURUM PREPARATORY ACADEMY | ||||||||
| 1034 66TH AVENUE | OAKLAND | CA | 94621 | NONE | PC | TO PROVIDE FREE EDUCATION | $23,700 | |
| BAY AREA COMMUNITY RESOURCES | ||||||||
| 11175 SAN PABLO AVE | EL CERRITO | CA | 94530 | NONE | PC | PROMOTES THE HEALTHY DEVELOPMENT OF INDIVIDUALS, FAMILIES AND COMMUNITIES THROUGH DIRECT SERVICES, VOLUNTEERISM AND PARTNERSHIPS | $74,131 | |
| BAY AREA CRISIS NURSERY | ||||||||
| 1506 MENDOCINO DRIVE | CONCORD | CA | 94521 | NONE | PC | TO PROVIDE FREE EMERGENCY CHILDCARE, SHELTER, RESPITE CARE, FOOD, AND DIAPERS FOR FAMILIES WITH CHILDREN AGES 0-5. | $30,000 | |
| BAY AREA DISCOVER MUSEUM | ||||||||
| 557 MCREYNOLDS ROAD | SAUSALITO | CA | 94965 | NONE | PC | SCHOLARSHIP SCHOOL VISIT PROGRAMS | $40,000 | |
| BAY AREA VIDEO COALITION | ||||||||
| 2727 MARIPOSA STREET 2ND FLOOR | SAN FRANCISCO | CA | 94110 | NONE | PC | SUPPORTING AND AMPLIFYING MEDIA MAKERS AS THEY DEVELOP AND SHARE DIVERSE STORIES | $20,000 | |
| BAY AREA WOMEN'S SPORTS INITIATIVE | ||||||||
| 1922 THE ALAMEDA SUITE 420 | SAN JOSE | CA | 94566 | NONE | PC | BAWSI PROGRAMS IN SANTA CLARA COUNTY | $25,000 | |
| BERKELEY MUSIC GROUP | ||||||||
| 2036 UNIVERSITY AVE | BERKELEY | CA | 94704 | NONE | PC | TO PRESENT A VIBRANT AND DIVERSE RANGE OF LIVE PERFORMANCES, WHICH ADVANCE THE APPRECIATION OF MUSIC | $25,000 | |
| BIG BROTHER LITTER SISTER BAY AREA | ||||||||
| 1230 PRESERVATION PARK WAY | OAKLAND | CA | 94512 | NONE | PC | TO BUILD RESPONSIBLE, INDEPENDENT CHILDREN AND YOUTH BY MATCHING EACH WITH A SUPPORTIVE AND CARING ADULT ROLE MODEL. | $35,000 | |
| BIG SKY YOUTH EMPOWERMENT | ||||||||
| PO BOX 6757 | BOZEMAN | MT | 95771 | NONE | PC | ADVENTURE BASED GROUP MENTORING PROGRAM | $60,000 | |
| BOYS & GIRLS CLUB OF PORTLAND METROPOLITAN AREA | ||||||||
| 8203 SE 7TH AVE SUITE 100 | PORTLAND | OR | 97202 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| BOYS & GIRLS CLUBS OF CENTRAL SONOMA COUNTY | ||||||||
| 1400 N DUTTON AVE 24 | ROSA | CA | 95401 | NONE | PC | SUMMER CAMP DISCOVERY | $75,000 | |
| BOYS & GIRLS CLUBS OF THE PENINSULA (BGCP) | ||||||||
| 401 PIERCE RD | MENLO PARK | CA | 94025 | NONE | PC | GENERAL OPERATING SUPPORT | $30,000 | |
| BREAKTHROUGH SILICON VALLEY | ||||||||
| 1635 PARK AVENUE | SAN JOSE | CA | 95126 | NONE | PC | COLLEGE ACCESS AND READINESS | $60,000 | |
| BRING CHANGE TO MIND (BC2M) | ||||||||
| 155 SANSOME ST SUITE 530 | SAN FRANCISCO | CA | 94104 | NONE | PC | GENERAL OPERATING SUPPORT | $35,000 | |
| CALIFORNIA ACADEMY OF SCIENCES | ||||||||
| 55 MUSIC CONCOURSE DRIVE GOLDEN | SAN FRANCISCO | CA | 94118 | NONE | PC | CAREERS IN SCIENCE PROGRAM | $50,000 | GATE PARK |
| CAMP COMMON GROUND | ||||||||
| 2033 98TH AVENUE | OAKLAND | CA | 94603 | NONE | PC | SUMMER CAMP FO MIDDLE SCHOOLERS | $15,000 | |
| CAMP PHOENIX | ||||||||
| 10974 STAR CT | OAKLAND | CA | 94603 | NONE | PC | SUMMER CAMP FOR TEENS | $25,000 | |
| CANTARE CON VIVO | ||||||||
| 2619 BROADWAY | OAKLAND | CA | 94612 | NONE | PC | CANTARE YOUTH CHOIRS | $25,000 | |
| CASA OF SAN MATEO COUNTY | ||||||||
| 330 TWIN DOLPHIN DRIVE SUITE 139 | REDWOOD CITY | CA | 94065 | NONE | PC | TO ENSURE THAT ALL ABUSED AND NEGLECTED CHILDREN UNDER THE PROTECTION OF THE COURT HAVE A CONSISTENT, CARING ADULT WHO SPEAKS ON THEIR BEHALF AND HELPS THEM REACH THEIR FULL POTENTIAL. | $47,700 | |
| CASA OF SONOMA COUNTY | ||||||||
| P O BOX 1418 | KENWOOD | CA | 95452 | NONE | PC | CASA OF SONOMA COUNTY SUCCESSFUL FUTURES PROGRAM | $50,000 | |
| CENTER FOR EARLY INTERVENTION ON DEAFNESS | ||||||||
| CEID 1035 GRAYSON STREET | BERKELEY | CA | 94710 | NONE | PC | SUMMER PROGRAM AT THE CENTER FOR EARLY INTERVENTION ON DEAFNESS (CEID) | $50,000 | |
| CHALLENGE DAY | ||||||||
| 2063 MAIN STREET 437 | OAKLEY | CA | 94561 | NONE | PC | TO HELP YOUTH AND ADULTS UNLEARN HARMFUL HABITS, EXPERIENCE VULNERABILITY AS A PILLAR TO RESTORE STRENGTH, AND ENABLE THEM TO EXPERIENCE THE FREEDOM OF FULL EXPRESSION THROUGH THE LENS OF COMPASSION, CONNECTION, AND DIVERSITY. | $50,000 | |
| CHILDREN'S CENTER | ||||||||
| 1713 PENN LANE | OREGON CITY | OR | 97045 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| CHILDREN'S HOME AID | ||||||||
| 200 W MONROE ST SUITE 2100 | CHICAGO | IL | 60606 | NONE | PC | WE ADVANCE THE WELL-BEING OFCHILDRENBY INVESTING IN FAMILIES TO DISRUPT THE SYSTEMIC AND MULTI-GENERATIONAL CYCLE OF RACIAL, SOCIAL AND ECONOMIC INEQUALITY. | $40,000 | |
| COACHING CORPS | ||||||||
| 66 FRANKLIN ST SUITE 300 | OAKLAND | CA | 94607 | NONE | PC | EAST BAY GIRLS SPORTS COMMUNITY COACHING INITIATIVE | $21,000 | |
| COLLEGE TRACK | ||||||||
| 112 LINDEN STREET | OAKLAND | CA | 94607 | NONE | PC | EQUIP STUDENTS CONFRONTING SYSTEMIC BARRIERS TO EARN A BACHELOR'S DEGREE IN PURSUIT OF A LIFE OF OPPORTUNITY, CHOICE, AND POWER. | $124,256 | |
| COLLEGESPRING | ||||||||
| 1990 N CILIFORNIA BLVD SUITE 20 | WALNUT CREEK | CA | 94596 | NONE | PC | PROVIDING SAT AND ACT TEST PREPARATION IN THE BAY AREA | $50,000 | |
| COMMUNITY ARTS FOUNDATION | ||||||||
| 1666 N MAIN STREET | WALNUT CREEK | CA | 94596 | NONE | PC | COMMUNITY PARTICIPATION IN VISUAL AND PERFORMING ARTS | $27,000 | |
| COMPLETELY KIDS | ||||||||
| 2566 ST MARYS AVENUE | OMAHA | NE | 68105 | NONE | PC | TO EDUCATE AND EMPOWER KIDS AND FAMILIES TO CREATE A SAFE, HEALTHY, SUCCESSFUL AND CONNECTED COMMUNITY. | $12,000 | |
| COURT APPOINTED SPECIAL ADVOCATES CASA INC | ||||||||
| 2151 SALVIO ST SUITE 295 | CONCORD | CA | 94520 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| COVENANT HOUSE CALIFORNIA | ||||||||
| 1325 N WESTERN AVE | LOS ANGELES | CA | 90027 | NONE | PC | YOUTH SHELTER THAT PROVIDES SANCTUARY AND SUPPORT FOR YOUTH EXPERIENCING HOMELESSNESS | $60,000 | |
| CRADLES TO CRAYONS | ||||||||
| 4141 WEST GEORGE STREET | CHICAGO | IL | 60641 | NONE | PC | GEAR UP FOR WINTER | $40,000 | |
| CRISTO REY DE LA SALLE EAST BAY HIGH SCHOOL ST ELIZABETH CAMPUS | ||||||||
| 1530 34TH AVENUE | OAKLAND | CA | 94601 | NONE | PC | TO EDUCATION YOUNG PEOPLE OF LIMITED ECONOMIC MEANS TO BECOME MEN AND WOMEN OF FAITH, PURPOSE AND SERVICE. | $25,000 | |
| CRISTO REY SAN JOSE | ||||||||
| 1389 E SANTA CLARA STREET | SAN JOSE | CA | 95116 | NONE | PC | WHOLENESS PROGRAM | $49,244 | |
| DE LA SALLE ACADEMY | ||||||||
| 1380 GALAXY WAY | CONCORD | CA | 94520 | NONE | PC | TO OFFER ACADEMICALLY TALENTED, ECONOMICALLY LESS ADVANTAGED CHILDREN OF DIVERSE BACKGROUNDS A LIFE-CHANGING EDUCATIONAL EXPERIENCE, WHERE THEY ARE EMPOWERED TO REACH THEIR FULL POTENTIAL | $25,000 | |
| DE LA SALLE NORTH CATHOLIC HIGH SCHOOL | ||||||||
| 4300 NE KILLINGSWORTH STREET | PORTLAND | OR | 97218 | NONE | PC | SCHOLARSHIP PLEDGE PROGRAM | $50,000 | |
| DE MARILLAC ACADEMY | ||||||||
| 175 GOLDEN GATE AVENUE | SAN FRANCISCO | CA | 94102 | NONE | PC | STUDENT SCHOLARSHIP | $51,000 | |
| DIABLO BALLET | ||||||||
| PO BOX 4700 | WALNUT CREEK | CA | 94596 | NONE | PC | DIABLO BALLET'S PEEK AND PEEK EXTENSION PROGRAMS | $20,000 | |
| DISCOVERY COUNSELING CENTER | ||||||||
| 115A TOWN COUNTRY DRIVE | DANVILLE | CA | 94526 | NONE | PC | PROVIDE MENTAL HEALTH SERVICES TO THE COMMUNITY AND SOUTH COUNTY SCHOOLS | $50,000 | |
| DOVETAIL LEARNING | ||||||||
| PO BOX 327 | COTATI | CA | 94931 | NONE | PC | SCALING TOOLBOX FOR EXPONENTIAL GROWTH | $30,000 | |
| DOWN SYNDROME CONNECTION OF THE BAY AREA | ||||||||
| 101-J TOWN COUNTRY DR | DANVILLE | CA | 94526 | NONE | PC | EDUCATION PROGRAMS | $75,000 | |
| EAST BAY CHILDREN'S LAW OFFICES | ||||||||
| 80 SWAN WAY SUITE 300 | OAKLAND | CA | 94621 | NONE | PC | EDUCATION ADVOCACY PROJECT (EAP) | $25,000 | |
| EAST BAY COLLEGE FUND | ||||||||
| 300 FRANK OGAWA PLAZA SUITE 430 | OAKLAND | CA | 94612 | NONE | PC | EDUCATIONAL ASSISTANCE | $50,000 | |
| EAST BAY INNOVATION ACADEMY | ||||||||
| 3400 MALCOLM AVE | OAKLAND | CA | 94605 | NONE | PC | COLLEGE PREPARATORY PUBLIC SCHOOL | $20,000 | |
| EASTSIDE COLLEGE PREPARATORY SCHOOL | ||||||||
| 1041 MYRTIE STREET | PALO ALTO | CA | 94303 | NONE | PC | SCHOLARSHIP PROGRAM | $84,000 | |
| ELEVATE OREGON | ||||||||
| 12215 NE MARX ST | PORTLAND | OR | 97230 | NONE | PC | SERVING YOUTH IN MARGINALIZED COMMUNITIES | $50,000 | |
| ENVIRONMENTAL TRAVELING COMPANIONS | ||||||||
| 2 MARINA BLVD FORT MASON CENTER | SAN FRANCISCO | CA | 94123 | NONE | PC | ETC BOUNDLESS ADVENTURES FOR YOUTH | $10,000 | SUITE C385 |
| ENVISION EDUCATION | ||||||||
| 111 MYRTLE STREET SUITE 203 | OAKLAND | CA | 94607 | NONE | PC | ENVISION OAKLAND: SUPPORTING TRANSFORMATIVE EDUCATIOM | $50,000 | |
| FAMILY SUPPORT SERVICES | ||||||||
| 303 HEGENBERGER ROAD SUITE 400 | OAKLAND | CA | 94621 | NONE | PC | KINSHIP SUPPORT SERVICES PROGRAM | $25,000 | |
| FELLOWSHIP OF CHRISTIAN ATHLETES | ||||||||
| 5200 DALLAS HWY SUITE 200-178 | ATLANTA | GA | 30127 | NONE | PC | TO LEAD EVERY COACH AND ATHLETE INTO A GROWING RELATIONSHIP WITH JESUS CHRIST AND HIS CHURCH. | $11,100 | |
| FIT KIDS FOUNDATION | ||||||||
| 2682 MIDDIEFIELD ROAD UNIT P | REDWOOD CITY | CA | 94063 | NONE | PC | FIT KIDS PROGRAM FUNDING | $30,000 | |
| FRESH LIFELINES FOR YOUTH | ||||||||
| 568 VALLEY WAY | MILPITAS | CA | 95035 | NONE | PC | FLY LAW + LEADERSHIP STAFFING | $100,000 | |
| FRIENDS OF THE CHILDREN - LANE COUNTY OR | ||||||||
| 465 WASHINGTON STREET | EUGENE | OR | 97401 | NONE | PC | IMPACTING GENERATIONAL CHANGE BY EMPOWERING YOUTH WHO ARE FACING THE GREATEST OBSTACLES THROUGH RELATIONSHIPS WITH PROFESSIONAL MENTORS | $70,000 | |
| FRIENDS OF THE CHILDREN - PORTLAND | ||||||||
| 44 NE MORRIS | PORTLAND | OR | 97212 | NONE | PC | IMPACTING GENERATIONAL CHANGE BY EMPOWERING YOUTH WHO ARE FACING THE GREATEST OBSTACLES THROUGH RELATIONSHIPS WITH PROFESSIONAL MENTORS | $135,000 | |
| FRIENDS OF THE CHILDREN - SF BAY AREA | ||||||||
| 111 QUINT ST | SAN FRANCISCO | CA | 94124 | NONE | PC | IMPACTING GENERATIONAL CHANGE BY EMPOWERING YOUTH WHO ARE FACING THE GREATEST OBSTACLES THROUGH RELATIONSHIPS WITH PROFESSIONAL MENTORS | $150,000 | |
| FRIENDS OF THE CHILDREN NY | ||||||||
| 204A WEST 115TH STREET | NEW YORK | NY | 10026 | NONE | PC | IMPACTING GENERATIONAL CHANGE BY EMPOWERING YOUTH WHO ARE FACING THE GREATEST OBSTACLES THROUGH RELATIONSHIPS WITH PROFESSIONAL MENTORS | $120,000 | |
| FRIENDS OF THE OAKLAND PUBLIC SCHOOL LIBRARIES | ||||||||
| 5945 JOHNSTON DRIVE | OAKLAND | CA | 94611 | NONE | PC | IMPACTING GENERATIONAL CHANGE BY EMPOWERING YOUTH WHO ARE FACING THE GREATEST OBSTACLES THROUGH RELATIONSHIPS WITH PROFESSIONAL MENTORS | $10,000 | |
| GENESYS WORKS - BAY AREA | ||||||||
| 1721 BROADWAY SUITE 201 | OAKLAND | CA | 94621 | NONE | PC | SUPPORTING COLLEGE & CAREER SUCCESS FOR UNDERSERVED BAY AREA YOUTH | $25,000 | |
| GIRLS ON THE RUN OF THE BAY AREA | ||||||||
| 3543 18TH STREET 31 | SAN FRANCISCO | CA | 94110 | NONE | PC | BUILDING CONFIDENT, HEALTHY GIRLS! | $20,999 | |
| GIRLVENTURES | ||||||||
| 119 FILBERT ST | OAKLAND | CA | 94607 | NONE | PC | EMPOWER ADOLESCENT GIRLS TO DEVELOP AND EXPRESS THEIR STRENGTHS | $40,000 | |
| GLOBAL GLIMPSE | ||||||||
| 490 LAKE PARK AVE 16039 | OAKLAND | CA | 94610 | NONE | PC | GLOBAL GLIMPSE KENNEDY HIGH AND SUMMIT K2 PROGRAM | $40,000 | |
| GLOBAL VILLAGE PROJECT | ||||||||
| 205 SYCAMORE STREET | DECATUR | GA | 30030 | NONE | PC | STEAM EDUCATION AND REMOVES THE BARRIERS TO REFUGEE GIRLS' LEARNING | $43,000 | |
| GOLDEN GATE PARK NATIONAL CONSERVANCY | ||||||||
| 201 FORT MASON | SAN FRANCISCO | CA | 94123 | NONE | PC | SUPPORT NATIONAL RECREATION AREA | $20,000 | |
| GRATEFUL GATHERINGS | ||||||||
| 1528 WEBSTER STREET 2 | OAKLAND | CA | 94612 | NONE | PC | TO BRING HOPE TO FAMILIES IN NEED | $30,000 | |
| GUITARS OVER GUNS ORGANIZATION INC | ||||||||
| 169 EAST FLAGLER ST SUITE 1134 | MIAMI | FL | 33131 | NONE | PC | OFFERING STUDENTS A POWERFUL COMBINATION OF MUSIC EDUCATION AND MENTORSHIP WITH POFESSIONAL MUSICIANS | $50,000 | |
| HEALTHY MOVES | ||||||||
| 115 WEST 8TH AVE SUITE 216 | EUGENE | OR | 97401 | NONE | PC | IMPROVE THEIR PHYSICAL AND INTELLECTUAL HEALTH | $10,000 | |
| HOPE CENTER OF THE EAGLE RIVER VALLEY | ||||||||
| P O BOX 2127 | EAGLE | CO | 81631 | NONE | PC | PROVIDE MENTAL HEALTH SERVICES | $25,000 | |
| HUCKLEBERRY YOUTH PROGRAMS | ||||||||
| 3450 GEARY BLVD 107 | SAN FRANCISCO | CA | 94118 | NONE | PC | THE HUCKLEBERRY WELLNESS ACADEMIES (HWA) | $50,000 | |
| I CAN DO THAT THEATRE COMPANY | ||||||||
| 194 DIABLO RD | DANVILLE | CA | 94526 | NONE | PC | FOSTER EMPOWERED FLOURISHING YOUTH THROUGH COMMUNITY, WELLNESS, & THE POWER OF THE PERFORMING ARTS | $40,000 | |
| IF GIVEN A CHANCE | ||||||||
| 3299 CLAREMONT WAY SUITE 7 | NAPA | CA | 94558 | NONE | PC | IF GIVEN A CHANCE CONTINUUM OF CARE TO COLLEGE | $30,000 | |
| JUMA VENTURES | ||||||||
| 131 STEUART STREET SUITE 201 | SAN FRANCISCO | CA | 94105 | NONE | PC | TO BREAK THE CYCLE OF POVERTY BY PAVING THE WAY TO WORK, EDUCATION AND FINANCIAL CAPABILITY FOR YOUTH ACROSS AMERICA. | $40,000 | |
| JUMPSTART | ||||||||
| 235 MONTGIMERY STREET SUITE 1025 | SAN FRANCISCO | CA | 94104 | NONE | PC | JUMPSTART NORTHERN CALIFORNIA | $22,500 | |
| JUNIOR ACHIEVEMENT OF NORTHERN CALIFORNIA INC | ||||||||
| 3003 OAK ROAD STE 130 | WALNUT CREEK | CA | 94597 | NONE | PC | ECONOMIC EMPOWERMENT PROJECT FOR OAKLAND YOUTH | $38,000 | |
| KID SCOOP NEWS | ||||||||
| 181 ANDRIEUX ST SUITE 200 | SONOMA | CA | 95476 | NONE | PC | TO GIVE EVERY CHILD IN THE BAY AREA SOMETHING HE OR SHE REALLY, REALLY WANTS TO READ, BECAUSE THE MORE KIDS READ, THE MORE THEY WILL SUCCEED. | $20,000 | |
| KIDS' COUNTRY | ||||||||
| 120 TOWN COUNTRY DRIVE | DANVILLE | CA | 64526 | NONE | PC | TO SUPPORT A CHILD'S NATURAL CURIOSITY AND LOVE OF LEARNING IN A SAFE AND INSPIRED ENVIRONMENT WHERE THEY CAN DISCOVER THEIR PASSIONS AND ACHIEVE GREAT THINGS. | $32,881 | |
| KINDERING | ||||||||
| 16120 NE 8TH STREET | BELLEVUE | WA | 98008 | NONE | PC | FINEST EDUCATION | $25,000 | |
| KIPP LA SCHOOLS | ||||||||
| 3601 EAST FIRST STREET | LOS ANGELES | CA | 90063 | NONE | PC | GENERAL OPERATING SUPPORT | $150,000 | |
| KRISTI YAMAGUCHI'S ALWAYS DREAM FOUNDATION | ||||||||
| 125 RAILROAD AVE S-203 | DANVILLE | CA | 94526 | NONE | PC | ENSURE CHILDREN HAVE ACCESS TO HIGH-QUALITY BOOKS IN THE HOME ENVIRONMENT AND EXTENSIVE FAMILY ENGAGEMENT | $50,900 | |
| LANE THOMAS FOUNDATION | ||||||||
| PO BOX 540365 | ELKHORN | NE | 68154 | NONE | PC | SUPPORTING FAMILIES OF CHILDREN NEEDING LIFE-SAVING TRANSPLANTS | $25,000 | |
| LEAP ARTS IN EDUCATION | ||||||||
| PO BOX 427005 | SAN FRANCISCO | CA | 94142 | NONE | PC | ARTIST-IN-RESIDENCE PROGRAM | $15,000 | |
| LEAP THERAPEUTIC WILDERNESS ADVENTURES | ||||||||
| 806 SW BROADWAY SUITE 1000 | PORTLAND | OR | 97205 | NONE | PC | YOUTH WILDERNESS PROGRAMS | $20,000 | |
| LEND A HAND FOUNDATION INC OF NORTHERN CALIFORNIA | ||||||||
| 8105 CAPWELL DRIVE | OAKLAND | CA | 94621 | NONE | PC | ENHANCE THE QUALITY OF LIFE OF UNDERSERVED CHILDREN, YOUTH, AND FAMILIES IN OAKLAND/ALAMEDA COUNTY | $10,000 | |
| LIGHTHOUSE COMMUNITY CHARTER SCHOOL | ||||||||
| 444 HEGENBERGER RD | OAKLAND | CA | 94621 | NONE | PC | TO TRANSFORM THE LANDSCAPE OF EDUCATION FOR HISTORICALLY UNDERSERVED STUDENTS IN OAKLAND. | $120,000 | |
| LINCOLN PARK ZOO | ||||||||
| 2001 NORTH CLARK STREET | CHICAGO | IL | 60614 | NONE | PC | ZOO EXPLORERS | $50,000 | |
| LOAVES FISHES & COMPUTERS | ||||||||
| 938 SOUTH MAIN STREET | SALINAS | CA | 93901 | NONE | PC | ADVANCE DIGITAL INCLUSION FOR EVERYONE | $7,074 | |
| LUNA KIDS DANCE INC | ||||||||
| PO BOX 7788 | BERKELEY | CA | 94707 | NONE | PC | TO BRING CREATIVITY, EQUITY AND COMMUNITY TO EVERY CHILD'S LIFE THROUGH THE ART OF DANCE | $15,000 | |
| MADISON PARK ACADEMY-PRIMARY | ||||||||
| 470 EL PASEO DRIVE | OAKLAND | CA | 94603 | NONE | PC | GENERAL OPERATING SUPPORT | $19,472 | |
| MAKE-A-WISH GREATER BAY AREA | ||||||||
| 1333 BROADWAY SUITE 200 | OAKLAND | CA | 94512 | NONE | PC | ADOPT A WISH | $40,000 | |
| MAKING WAVES FOUNDATION | ||||||||
| 3045 RESEARCH DRIVE | RICHMOND | CA | 94806 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| MATRICULATE | ||||||||
| C/O TEACH FOR AMERICA 25 BROADWAY | NEW YORK | NY | 10004 | NONE | PC | TO EMPOWER HIGH-ACHIEVING, LOW-INCOME HIGH SCHOOL STUDENTS TO MAKE THE LEAP TO OUR BEST COLLEGES AND UNIVERSITIES | $27,000 | 12TH FL |
| MENTOR TUTOR CONNECTION | ||||||||
| PO BOX 1473 | LOS ALTOS | CA | 94023 | NONE | PC | TO BE A GOOD LISTENER, A SOURCE OF SUPPORT AND ENCOURAGEMENT, AND A CARING GUIDE WHO INSPIRES HOPE FOR A BRIGHT FUTURE. | $15,000 | |
| MERCY HOUSING | ||||||||
| 1600 BROADWAY SUITE 2000 | DENVER | CO | 80202 | NONE | PC | GRACE APARTMENTS OUT OF SCHOOL TIME PROGRAM | $20,000 | |
| MINDFUL SCHOOLS | ||||||||
| 1260 45TH STREET SUITE B | EMERYVILLE | CA | 94608 | NONE | PC | BEYOND PILOT: YEAR ONE | $30,000 | |
| MISSION GRADUATES | ||||||||
| 3040 16TH STREET | SAN FRANCISCO | CA | 94103 | NONE | PC | COLLEGE ACCESS SUPPORT | $70,000 | |
| MONTALVIN MANOR ELEMENTARY SCHOOL | ||||||||
| 300 CHRISTINE DRIVE | SAN PABLO | CA | 94806 | NONE | PC | TO PROVIDE A STIMULATING LEARNING ENVIRONMENT | $23,358 | |
| MONTEREY BAY AQUARIUM FOUNDATION | ||||||||
| 886 CANNERY ROW | MONTEREY | CA | 93940 | NONE | PC | TO INSPIRE CONSERVATION OF THE OCEAN | $50,000 | |
| MONTEREY BAY AQUARIUM FOUNDATION | ||||||||
| 886 CANNERY ROW | MONTEREY | CA | 93940 | NONE | PC | TO INSPIRE CONSERVATION OF THE OCEAN | $50,000 | |
| MT DIABLO UNIFIED SCHOOLS DISTRICT | ||||||||
| 2701 WILLOW PASS ROAD | CONCORD | CA | 94519 | NONE | PC | TO PROVIDING AN EQUITABLE AND RESPECTFUL EDUCATIONAL EXPERIENCE FOR EVERY STUDENT BY SUPPORTING EDUCATORS IN ENHANCING THEIR SKILLS AND KNOWLEDGE, AND REFLECTING ON THEIR PRACTICE. | $29,000 | |
| NATURAL HIGH | ||||||||
| 7881-A DRURY LANE | LA JOLLA | CA | 92037 | NONE | PC | ONE TO ONE TUTORING | $30,000 | |
| NATURAL HISTORY MUSEUM OF LOS ANGELES COUNTY | ||||||||
| 900 EXPOSITION BOULEVARD | LOS ANGELES | CA | 95126 | NONE | PC | TO INSPIRE WONDER, DISCOVERY, AND RESPONSIBILITY FOR OUR NATURAL AND CULTURAL WORLDS | $25,000 | |
| NEW DAY FOR CHILDREN | ||||||||
| PO BOX 439 | ALAMO | CA | 94507 | NONE | PC | WORKING TO PROVIDE HOPE AND HELP TO FAMILIES OF SEX TRAFFICKED CHILDREN HERE IN THE US | $36,400 | |
| NEW DOOR VENTURES | ||||||||
| 3221 20TH STREET | SAN FRANCISCO | CA | 94110 | NONE | PC | PREPARE OPPORTUNITY YOUTH FOR WORK AND LIFE, BY PROVIDING THE JOBS, TRAINING, EDUCATION, AND SUPPORT THEY NEED TO DISCOVER AND ACHIEVE THEIR POTENTIAL | $35,000 | |
| NEW LEADERS | ||||||||
| 30 WEST 26TH STREET | NEW YORK | NY | 10010 | NONE | PC | NEW LEADERS PRINCIPAL PARTNERS PROGRAM | $150,000 | |
| NEXT LEVEL SPORTS FOUNDATION | ||||||||
| 385 1ST STREET | SAN MATEO | CA | 94401 | NONE | PC | PROVIDE YOUTH WITH AN OPPORTUNITY TO BE ACTIVE BY PLAYING SPORTS IN THEIR COMMUNITY | $6,793 | |
| NGOZI EDUCATIONAL AND HEALTHCARE FOUNDATION | ||||||||
| 700 RUTHERFORD CIRCLE | BRENTWOOD | CA | 94513 | NONE | PC | EDUCATION AND HEALTHCARE | $20,000 | |
| NO LIMITS FOUNDATION | ||||||||
| 265 CENTRE RD | WALES | ME | 04280 | NONE | PC | PROVIDING CAMPS FOR CHILDREN WITH LIMB LOSS AND DIFFERENCES | $20,000 | |
| NORTHWEST ACADEMY | ||||||||
| 1130 SW MAIN STREET | PORTLAND | OR | 97205 | NONE | PC | NORTHWEST ACADEMY SCHOLARSHIP FUND | $75,000 | |
| OAKLAND LACROSSE CLUB | ||||||||
| 638 3RD STREET | OAKLAND | CA | 94607 | NONE | PC | GENERAL OPERATING SUPPORT | $30,000 | |
| OAKLAND PUBLIC EDUCATION FUND | ||||||||
| PO BOX 71005 | OAKLAND | CA | 94612 | NONE | PC | THINK COLLEGE NOW SCIENCE PROGRAM | $50,000 | |
| OAKLAND PUBLIC EDUCATION FUND | ||||||||
| PO BOX 71005 | OAKLAND | CA | 94612 | NONE | PC | TO LEAD THE DEVELOPMENT OF COMMUNITY RESOURCES TO INVEST IN OAKLAND PUBLIC SCHOOLS SO ALL STUDENTS CAN LEARN, GROW, AND THRIVE | $45,000 | |
| OAKLAND PUBLIC EDUCATION FUND | ||||||||
| PO BOX 71005 | OAKLAND | CA | 94612 | NONE | PC | TO LEAD THE DEVELOPMENT OF COMMUNITY RESOURCES TO INVEST IN OAKLAND PUBLIC SCHOOLS SO ALL STUDENTS CAN LEARN, GROW, AND THRIVE | $23,000 | |
| OAKLAND SCHOOLS FOR THE ARTS | ||||||||
| 530 18TH STREET | OAKLAND | CA | 94612 | NONE | PC | VISUAL AND PERFORMING ARTS CHARTER SCHOOL | $27,600 | |
| OFF THE STREET CLUB | ||||||||
| 25 N KARLOV AVE | CHICAGO | IL | 60624 | NONE | PC | SAVE OUR SUMMER CAMP | $40,000 | |
| ONEGOAL | ||||||||
| 180 N WABASH AVE SUITE 800 | CHICAGO | IL | 60601 | NONE | PC | STRENGTHENING COLLEGE ACCESS & SUCCESS FOR LOW-INCOME STUDENTS OF COLOR IN THE BAY AREA | $40,000 | |
| PARENTCHILD | ||||||||
| 163B MINEOLA BLVD | MINEOLA | NY | 11501 | NONE | PC | BUILDS ON THE SUCCESS OF OUR ONE-ON-ONE MODEL, EXTENDING SUPPORTS TO ALL THE KEY ADULTS CARING FOR CHILDREN BEFORE THEY ENTER SCHOOL | $25,000 | |
| PARENTING NOW | ||||||||
| 86 CENTENNIAL LOOP | EUGENE | OR | 97401 | NONE | PC | PARENTING: THE FIRST THREE YEARS AND CHILDREN'S PROGRAM | $40,000 | |
| PARTNERS FORE GOLF INC | ||||||||
| 4501 PLEASANTON AVENUE | PLEASANTON | CA | 94566 | NONE | PC | SCHOLARSHIP PROGRAM | $25,000 | |
| PARTNERS FORE GOLF INC DBA THE FIRST TEE TRI-VALLEY | ||||||||
| 4501 PLEASANTON AVENUE | PLEASANTON | CA | 94566 | NONE | PC | SCHOLARSHIP PROGRAM | $25,000 | |
| PARTNERSHIP 4 KIDS | ||||||||
| 1004 FARNAM STREET SUITE 200 | OMAHA | NE | 68102 | NONE | PC | TO PROVIDE INNOVATIVE AND EFFECTIVE COMPREHENSIVE HEALTH EDUCATION TO TEENS TO PREPARE THEM FOR LIFE'S CHALLENGES. | $17,000 | |
| PARTNERSHIP FOR LA SCHOOLS | ||||||||
| 1055 WILSHIRE BLVD STE 1850 | LOS ANGELES | CA | 90017 | NONE | PC | ENHANCED PERSONALIZED INSTRUCTION | $50,000 | |
| PEER FORWARD (FKA COLLEGE SUMMIT) | ||||||||
| 1140 3RD STREET NE SUITE 320 | WASHINGTON | DC | 20002 | NONE | PC | MAXIMIZES THE POWER OF POSITIVE PEER INFLUENCE TO TRANSFORM THE LIVES OF STUDENTS IN LOW-INCOME COMMUNITIES BY CONNECTING THEM TO HIGHER EDUCATION | $50,000 | |
| PEER HEALTH EXCHANGE | ||||||||
| 100 WEBSTER STREET SUITE 300 | OAKLAND | CA | 94607 | NONE | PC | TO BUILD HEALTHIER COMMUNITIES WITH YOUNG PEOPLE. TOGETHER, WE CREATE EDUCATION OPPORTUNITIES FOR PEERS TO SHARE THE TOOLS AND RESOURCES YOUNG PEOPLE NEED TO MAKE HEALTHY DECISIONS | $63,470 | |
| PEOPLE'S MUSIC SCHOOL | ||||||||
| 931 W EASTWOOD AVE | CHICAGO | IL | 60640 | NONE | PC | TO DELIVER ACCESS TO THE BENEFITS OF HIGH-QUALITY, TUITION-FREE MUSIC EDUCATION | $25,000 | |
| PHILANTHROPIC VENTURES FOUNDATION | ||||||||
| 1222 PRESERVATION PARK WAY | OAKLAND | CA | 94612 | NONE | PC | ADDESSES INEQUALITIES IN PUBLIC EDUCATION AND BUILD FUTURE GENERATIONS OF STRONG LEADERS | $20,000 | |
| PLAYWORKS NORTHERN CALIFORNIA | ||||||||
| 1423 BROADWAY PMB 161 | OAKLAND | CA | 94612 | NONE | PC | TO IMPROVE THE HEALTH AND WELL-BEING OF CHILDREN BY INCREASING OPPORTUNITIES FOR PHYSICAL ACTIVITY AND SAFE, MEANINGFUL PLAY. | $60,000 | |
| POINT BLUE CONSERVATION SCIENCE | ||||||||
| 3820 CYPRESS DRIVE SUITE 11 | PETALUMA | CA | 94954 | NONE | PC | STUDENTS AND TEACHERS RESTORING A WATERSHED (STRAW) | $25,000 | |
| PORTLAND STATE UNIVERSITY FOUNDATION | ||||||||
| PO BOX 751 | PORTLAND | OR | 97207 | NONE | PC | SUPPORINT SCHOLARSHIPS | $3,883 | |
| RANCHO CIELO | ||||||||
| PO BOX 6948 | SALINAS | CA | 93912 | NONE | PC | GENERAL OPERATING SUPPORT | $31,500 | |
| READING PARTNERS | ||||||||
| 520 THIRD ST STE 203 | OAKLAND | CA | 94607 | NONE | PC | TO HELP CHILDREN BECOME LIFELONG READERS BY EMPOWERING COMMUNITIES TO PROVIDE INDIVIDUALIZED INSTRUCTION WITH MEASURABLE RESULTS. | $100,000 | |
| ROCKETSHIP EDUCATION | ||||||||
| 350 TWIN DOLPHIN DRIVE SUITE 109 | REDWOOD CITY | CA | 94065 | NONE | PC | TO CATALYZE TRANSFORMATIVE CHANGE IN LOW-INCOME COMMUNITIES THROUGH A SCALABLE AND SUSTAINABLE PUBLIC SCHOOL MODEL THAT PROPELS STUDENT ACHIEVEMENT, DEVELOPS EXCEPTIONAL EDUCATORS, AND PARTNERS WITH PARENTS WHO ENABLE HIGH-QUALITY PUBLIC SCHOOLS TO THRIVE IN THEIR COMMUNITY. | $50,000 | |
| SACRED HEART NATIVITY SCHOOL | ||||||||
| 310 EDWARDS AVENUE | SAN JOSE | CA | 95110 | NONE | PC | ACADEMIC SUPPORT PROGRAM FOR LOW-INCOME YOUTH | $40,000 | |
| SAFE AND SOUND | ||||||||
| 1757 WALLER STREET | SAN FRANCISCO | CA | 94117 | NONE | PC | TO PREVENT CHILD ABUSE AND REDUCE ITS DEVASTATING IMPACT. | $100,000 | |
| SAFE PASSAGES | ||||||||
| 250 FRANK H OGAWA PLAZA SUITE 6306 | OAKLAND | CA | 94512 | NONE | PC | TO STRENGTHEN THE SAFETY NET FOR POOR PEOPLE AND LEVEL THE PLAYING FIELD FOR MARGINALIZED STUDENTS, FAMILIES, AND COMMUNITIES IN ALAMEDA COUNTY. | $32,000 | |
| SAFEHOME INC | ||||||||
| PO BOX 4563 | OVERLAND PARK | KS | 66204 | NONE | PC | FREE FROM DOMESTIC VIOLENCE | $25,000 | |
| SAINT ELIZABETH ELEMENTARY SCHOOL | ||||||||
| 1516 33RD AVE | OAKLAND | CA | 94601 | NONE | PC | SUPPORT INDEPENDENT DAY SCHOOL | $15,000 | |
| SAINT IGNATIUS COLLEGE PREPARATORY | ||||||||
| 2001 37TH AVENUE | SAN FRANCISCO | CA | 94116 | NONE | PC | CATHOLIC PREPARATORY SCHOOL | $25,000 | |
| SAN FRANCISCO EDUCATION FUND | ||||||||
| 2730 BRYANT STREET SECOND FLOOR | SAN FRANCISCO | CA | 94110 | NONE | PC | TECHNOLOGY-ENABLED READING INTERVENTION IN SAN FRANCISCO | $25,000 | |
| SAN FRANCISCO JAZZ ORGANIZATION | ||||||||
| 201 FRANKLIN STREET | SAN FRANCISCO | CA | 94102 | NONE | PC | TO DEVELOP THE AUDIENCE FOR JAZZ IN THE SAN FRANCISCO BAY AREA AND BEYOND | $30,000 | |
| SERAPHIC FIRE | ||||||||
| 2153 CORAL WAY SUITE 401 | MIAMI | FL | 33145 | NONE | PC | PROFESSIONAL VOCAL EMSAMBLE IN THE US | $20,000 | |
| SHELTER INC | ||||||||
| PO BOX 5368 | CONCORD | CA | 94524 | NONE | PC | MOUNTAIN VIEW EMERGENCY FAMILY SHELTER | $60,000 | |
| SPAAT (STUDENT PROGRAM FOR ACADEMIC & ATHLETIC TRANSITIONING) | ||||||||
| 360 GRAND AVENUE 371 | OAKLAND | CA | 94610 | NONE | PC | TO PREPARE STUDENT-ATHLETES FOR SUCCESS IN COLLEGE, CAREERS AND LIFE BEYOND SPORTS. | $12,000 | |
| SPARK | ||||||||
| 127 HERITAGE PARK DRIVE | DANVILLE | CA | 94506 | NONE | PC | GENERAL OPERATING SUPPORT | $75,000 | |
| SPRINGBOARD COLLABORATIVE | ||||||||
| TWO PENN CENTER SUITE 1160 JOHN F | PHILADELPHIA | PA | 19102 | NONE | PC | GENERAL OPERATING SUPPORT | $65,000 | KENNEDY BLVD |
| ST FRANCIS CENTER OF REDWOOD CITY | ||||||||
| 151 BUCKINGHAM AVE | REDWOOD CITY | CA | 94063 | NONE | PC | MAKING A GREAT SPACE EVEN BETTER | $25,000 | |
| ST JOSEPH THE PROVIDER SCHOOL | ||||||||
| 1145 TURIN AVE | YOUNGSTOWN | OH | 44510 | NONE | PC | GENERAL OPERATING SUPPORT | $32,500 | |
| ST MARY'S ACADEMY | ||||||||
| 1615 SW FIFTH AVENUE | PORTLAND | OR | 97201 | NONE | PC | QUEST SCHOLARSHIP GRANT FOR TUITION ASSISTANCE | $50,000 | |
| STREET SOCCER USA | ||||||||
| 115 E 13TH STREET | NEW YORK | NY | 10003 | NONE | PC | BUILDING STREET LEAGUES ACROSS THE COUNTRY FOCUSED ON SOCIAL IMPACT | $30,000 | |
| SUMMER SEARCH BAY AREA | ||||||||
| PO BOX 7731 | SAN FRANCISCO | CA | 94120 | NONE | PC | TO HELP STUDENTS CREATE BRIGHT FUTURES WHERE THEY THRIVE ACADEMICALLY, FINANCIALLY, CAREER-WISE, AND WITHIN THEIR RELATIONSHIPS | $100,000 | |
| SUPPLYBANKORG | ||||||||
| 7730 PARDEE LANE | OAKLAND | CA | 94621 | NONE | PC | TO EFFICIENTLY ADDRESS THE UNMET MATERIAL NEEDS OF HOMELESS AND OTHER IMPOVERISHED CHILDREN, AND ADULTS WORKING TOWARDS SELF-SUFFICIENCY. | $20,000 | |
| SURGE INSTITUTE OAKLAND | ||||||||
| 1212 BROADWAY SUITE 700 | OAKLAND | CA | 94612 | NONE | PC | ELEVATES, EMPOWERS AND CONNECTS EMERGING EDUCATION LEADERS OF COLOR IN THE BAY AREA. | $25,000 | |
| TANDEM PARTNERS IN EARLY LEARNING | ||||||||
| 1275 FAIREFAX AVE SUITE 201 | SAN FRANCISCO | CA | 94124 | NONE | PC | TANDEMS EARLY LEARNING PROGRAMS IN ALAMEDA AND CONTRA COSTA COUNTIES | $40,000 | |
| TEACH FOR AMERICA | ||||||||
| PO BOX 745908 | LOS ANGELES | CA | 90074 | NONE | PC | FINDS, DEVELOPS, AND SUPPORTS EQUITY-ORIENTED LEADERS-INDIVIDUALLY AND IN TEAMS-SO THEY CAN TRANSFORM EDUCATION AND EXPAND OPPORTUNITY WITH CHILDREN, STARTING IN THE CLASSROOM | $150,000 | |
| TEAM INC TECH EXPOSURE & ACCESS THROUGH MENTORING | ||||||||
| 360 GRAND AVENUE 61 | OAKLAND | CA | 94610 | NONE | PC | TEAM INC. APPRENTICESHIP PROGRAM | $24,994 | |
| TEEN ESTEEM | ||||||||
| PO BOX 966 | DANVILLE | CA | 94526 | NONE | PC | TRI-VALLEY STUDENT AND PARENT PRESENTATIONS | $75,000 | |
| THE ART OF YOGA PROJECT | ||||||||
| 555 BRYANT STREET 232 | PALO ALTO | CA | 94301 | NONE | PC | REGULATE TRAUMATIZED INDIVIDUALS' NERVOUS SYSTEMS AND BRING THEM BAACK INTO BALANCE THROUGH THE NEUROSEQUENTIAL MONDEL OF THERAPEUTICS | $20,000 | |
| THE BAY AREA URBAN NETWORK | ||||||||
| 4292 KELLER AVE | OAKLAND | CA | 94605 | NONE | PC | TO LEAD AT-RISK, EXPLOITED AND INCARCERATED TEEN GIRLS INVOLVED IN THE CALIFORNIA JUVENILE JUSTICE SYSTEM TOWARD ACCOUNTABILITY TO SELF, OTHERS AND COMMUNITY BY PROVIDING PRACTICAL TOOLS TO EFFECT BEHAVIORAL CHANGE | $35,000 | |
| THE CRAYON INITIATIVE | ||||||||
| 540 GLASGOW CIRCLE | DANVILLE | CA | 94526 | NONE | PC | WE BRING HAPPINESS TO CHILDREN WHO ARE FACING THE STRESS OF HOSPITALIZATION BY GIVING THEM THE FREEDOM THAT COMES WITH CREATIVE PLAY. | $40,000 | |
| THE FIELD MUSEUM | ||||||||
| 1400 SOUTH LAKE SHORE DRIVE | CHICAGO | IL | 60605 | NONE | PC | GENERAL OPERATING SUPPORT | $55,000 | |
| THE HIDDEN GENIUS PROJECT | ||||||||
| 2934 TELEGRAPH AVE | OAKLAND | CA | 94609 | NONE | PC | TRAINS AND MENTORS BLACK MALE YOUTH IN TECHNOLOGY CREATION, ENTREPRENEURSHIP, AND LEADERSHIP SKILLS TO TRANSFORM THEIR LIVES AND COMMUNITIES. | $25,000 | |
| THE MINDFUL PROJECT | ||||||||
| 1001 CANAL BLVD SUITE A-0 | RICHMOND | CA | 94804 | NONE | PC | MINDFULNESS AND YOGA IN BAY AREA SCHOOLS | $60,000 | |
| THE PRACTICE SPACE | ||||||||
| 1600 NAVELLIER STREET | EL CERRITO | CA | 94530 | NONE | PC | TO BUILD CONFIDENCE AND COMMUNITY THROUGH COMMUNICATION SKILL DEVELOPMENT TO ADVANCE INCLUSION, DEVELOP EMPATHY, AND ELEVATE UNDERREPRESENTED VOICES. | $23,000 | |
| THE PRENTICE SCHOOL | ||||||||
| 18341 LASSEN DRIVE | SANTA ANA | CA | 92705 | NONE | PC | NEED-BASED SCHOLARSHIP FOR TRANSFORMATION | $10,000 | |
| THE RUTH BANCROFT GARDEN | ||||||||
| 1552 BANCROFT RD | WALNUT CREEK | CA | 94598 | NONE | PC | RUTH BANCROFT GARDEN CHILDREN'S EDUCATION PROGRAM | $20,000 | |
| THE TECH INTERACTIVE | ||||||||
| 201 SOUTH MARKET STREET | SAN JOSE | CA | 95113 | NONE | PC | TO INSPIRE THE INNOVATOR IN EVERYONE | $40,000 | |
| THERE WITH CARE OF THE BAY AREA | ||||||||
| 2682 MIDDIEFIELD ROAD SUITE H | REDWOOD CITY | CA | 94063 | NONE | PC | STAFFING FOR SAN FRANCISCO EXPANSION | $70,000 | |
| TUTORING CHICAGO | ||||||||
| 303 W MADISON SUITE 750 | CHICAGO | IL | 60606 | NONE | PC | ONE TO ONE TUTORING | $20,000 | |
| UASPIRE | ||||||||
| 31 MILK STREET SUITE 900 | BOSTON | MA | 02109 | NONE | PC | TO ENSURE THAT ALL YOUNG PEOPLE HAVE THE FINANCIAL INFORMATION AND RESOURCES NECESSARY TO FIND AN AFFORDABLE PATH TO AND THROUGH COLLEGE. | $30,000 | |
| UJIMA FAMILY RECOVERY SERVICES | ||||||||
| 1901 CHURCH LANE | SAN PABLO | CA | 94806 | NONE | PC | CHILDRENS RECOVERY & FAMILY EDUCATION PROGRAM (KIDS GROUP) | $75,000 | |
| UPWARD ROOTS | ||||||||
| 270 GRAND AVENUE SUITE 1 | OAKLAND | CA | 94610 | NONE | PC | TO EQUIP YOUTH TO BE LEADERS AND CHANGEMAKERS THROUGH YOUTH-LED, YOUTH-DRIVEN COMMUNITY SERVICE | $38,000 | |
| URBAN PREP ACADEMIES | ||||||||
| 420 N WABASH SUITE 300 | CHICAGO | IL | 60611 | NONE | PC | OPERATE A NETWORK OF ALL-BOYS PUBLIC SCHOOLS | $50,000 | |
| USS HORNET AIR SEA AND SPACE MUSUEM | ||||||||
| 707 W HORNET AVE PIER 3 ALAMEDA | ALAMEDA | CA | 94501 | NONE | PC | GENERAL OPERATING SUPPORT | $13,650 | POINT |
| VERDE ELEMENTARY SCHOOLS | ||||||||
| 2000 GIARAMITA AVENUE | RICHMOND | CA | 94801 | NONE | PC | FREE EDUCATION | $20,000 | |
| WE CARE SERVICES FOR CHILDREN | ||||||||
| 2191 KIRKER PASS ROAD | CONCORD | CA | 94521 | NONE | PC | SUPPORT FAMILIES AND CHILDREN CHILDHOOD EDUCATION AND MENTAL HEALTH PROGRAMS | $30,000 | |
| WEST CONTRA COSTA PUBLIC EDUCATION FUND | ||||||||
| 1400 MARINA WAY SOUTH | RICHMOND | CA | 94804 | NONE | PC | TO MOBILIZE RESOURCES FOR OUR STUDENTS AND ALIGNS THE EFFORTS OF OUR PARTNERS TO ENSURE THAT ALL STUDENTS SUCCEED IN COLLEGE, CAREER, AND LIFE. | $25,000 | |
| WEST COUNTY MANDARIN SCHOOL | ||||||||
| 1575 MANN DRIVE | PINOLE | CA | 94564 | NONE | PC | TO EQUITY AND HAVE HIGH STANDARDS FOR THE GROWTH AND SUCCESS OF ALL STUDENTS | $25,000 | |
| WHEEL TO WALK FOUNDATION | ||||||||
| PO BOX 20146 | PORTLAND | OR | 97294 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| WORLDREADER | ||||||||
| C/O BRIGHTON JONES 2030 1ST AVENUE | SEATTLE | WA | 98121 | NONE | PC | TO FACILITATE THE INDEPENDENCE AND MEANINGFUL PARTICIPATION OF STUDENTS WITH SPECIFIC LEARNING DISORDERS THROUGH A CONTINUOUS FEEDBACK SYSTEM THAT DEVELOPS SKILL ACQUISITION AND THE QUALITIES OF A SUSTAINABLE AND INDEPENDENT LEARNER. | $50,000 | SUITE 300 |
| WRITERCOACH CONNECTION | ||||||||
| 1212 PRESIRVATION PARK WAY SUITE | OAKLAND | CA | 94612 | NONE | PC | TO PROVIDE ONLINE AND IN PERSON COACHING TO STUDENTS DURING CLASS TIME ON THEIR TEACHERS WRITING ASSIGNMENT. | $17,500 | 100 |
| YELLOW ROOF FOUNDATION | ||||||||
| 1200 WILLOW PASS ROAD | CONCORD | CA | 94520 | NONE | PC | HELP FAMILIES AND INDIVIDUALS ACHIEVE THEIR ASPIRATIONS FOR A BETTER TOMORROW BY PROVIDING AFFORDABLE HOUSING OPPORTUNITIES WITHIN THE COMMUNITY | $25,000 | |
| YES NATURE TO NEIGHBORHOODSFKA YOUTH ENRICHMENT STRATEGIES | ||||||||
| 3029 MACDONALD AVE | RICHMOND | CA | 94804 | NONE | PC | TO PROVIDE YOUTH, ADULTS AND FAMILIES LIVING IN RICHMOND, CALIFORNIA AND SURROUNDING WEST CONTRA COSTA COUNTY ACCESS TO EXPERIENCES IN THE NATURAL ENVIRONMENT | $50,000 | |
| YOUTHPOWER365 (FORMERLY THE YOUTH FOUNDATION) | ||||||||
| 90 BENCHMARK ROAD SUITE 300 | AVON | CO | 81620 | NONE | PC | AFTERSCHOOL PROGRAMMING IN PUBLIC ELEMENTARY, MIDDLE AND HIGH SCHOOLS IN EAGLE COUNTY | $70,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,861,028 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ASSISTANCE LEAGUE OF DIABLO VALLEY | |||||||
| 2711 BUENA VISTA AVENUE | WALNUT CREEK | CA | 94597 | NONE | PC | DEDICATED TO IMPROVING LIVES IN OUR COMMUNITY THROUGH HANDS-ON PROGRAMS. | $25,000 |
| BIG SKY YOUTH EMPOWERMENT | |||||||
| PO BOX 6757 | BOZEMAN | MT | 59771 | NONE | PC | ADVENTURE BASED GROUP MENTORING PROGRAM | $60,000 |
| BUILD | |||||||
| PO BOX 3316 | REDWOOD CITY | CA | 94064 | NONE | PC | BUILDING PATHS TO COLLEGE SUCCESS | $35,000 |
| COPE FAMILY SUPPORT CENTER | |||||||
| 3021 CITRUS CIRCLE SUITE 105 | WALNUT CREEK | CA | 94598 | NONE | PC | TO STRENGTHEN FAMILY RELATIONSHIPS THROUGH COUNSELING | $15,000 |
| DIABLO BALLET | |||||||
| PO BOX 4700 | WALNUT CREEK | CA | 94596 | NONE | PC | DIABLO BALLET'S PEEK AND PEEK EXTENSION PROGRAMS | $20,000 |
| EAST OAKLAND YOUTH DEVELOPMENT CENTER | |||||||
| 8200 INTERNATIONAL BOULEVARD | OAKLAND | CA | 94621 | NONE | PC | AFTER-SCHOOL LEADERSHIP ACADEMY AND BRIDGE PROGRAM | $45,000 |
| FIRST GRADUATE | |||||||
| 2973 16TH STREET SUITE 400 | SAN FRANCISCO | CA | 94103 | NONE | PC | COLLEGE ACCESS AND SUCCESS | $60,000 |
| GIRLS INC OF ALAMEDA COUNTY | |||||||
| 510 16TH STREET | OAKLAND | CA | 94612 | NONE | PC | EUREKA! TEEN ACHIEVEMENT PROGRAM (EUREKA!) | $25,000 |
| HORIZONS AT SAN FRANCISCO FRIENDS SCHOOLS | |||||||
| 250 VALENCIA ST | SAN FRANCISCO | CA | 94103 | NONE | PC | PROVIDES JOYFUL ACADEMIC AND ENRICHMENT EXPERIENCES THAT BUILD ON THE STRENGTH AND TALENTS OF STUDENTS IN SAN FRANCISCO'S PUBLIC SCHOOLS. | $25,000 |
| MICHELLE OBAMA ELEMENTARY (FKA WILSON) | |||||||
| 629 42ND ST | RICHMOND | CA | 94805 | NONE | PC | GENERAL OPERATING SUPPORT | $30,000 |
| NATUREBRIDGE | |||||||
| 1033 FORT CRONKHITE | SAUSALITO | CA | 94965 | NONE | PC | TO CONNECT YOUNG PEOPLE TO THE WONDER AND SCIENCE OF THE NATURAL WORLD, IGNITING SELF-DISCOVERY AND INSPIRING STEWARDSHIP OF OUR PLANET. | $50,000 |
| OAKLAND CHILDREN'S FAIRYLAND INC | |||||||
| 699 BELLEVUE AVENUE | OAKLAND | CA | 94610 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 |
| RELIEF NURSERY INC | |||||||
| 1720 WEST 25TH AVENUE | EUGENE | OR | 97405 | NONE | PC | THERAPEUTIC EARLY CHILDHOOD PROGRAM, SPECIAL EDUCATION | $40,000 |
| RHYTHMIX CULTURAL WORKS | |||||||
| 2513 BLANDING AVENUE | ALAMEDA | CA | 94501 | NONE | PC | PERFORMANCE ART & LEARNING 2022 | $15,080 |
| RICHMOND PROMISE INC | |||||||
| 440 CIVIC CENTER PLAZA | RICHMOND | CA | 94804 | NONE | PC | RICHMOND PROMISE NEAR PEER AMBASSADOR PROGRAM | $25,000 |
| SALMON CREEK HOSPITAL FOUNDATION | |||||||
| 2211 NE 139TH ST PO BOX 5245 | VANCOUVER | WA | 98686 | NONE | PC | TO SUPPORT AND ADVANCE THE PROGRAMS AND SERVICES OF LEGACY SALMON CREEK HOSPITAL | $23,344 |
| SANTA BARBARA EDUCATION FOUNDATION-THE ACADEMY AT DOS PUEBLOS HIGH SCHOOL | |||||||
| 1330 STATE STREET SUITE 201 | SANTA BARBARA | CA | 93101 | NONE | PC | THE ACADEMY FOR SUCCESS | $25,000 |
| SENECA FAMILY OF AGENCIES | |||||||
| 8945 GOLF LINKS ROAD | OAKLAND | CA | 94605 | NONE | PC | ENGAGING STUDENTS AND FAMILIES AT BUILDING BLOCKS AND MAYA ANGELOU ACADEMY | $31,230 |
| SHINE TOGETHER (FKA TEEN SUCCESS INC) | |||||||
| 508 VALLEY WAY | MILPITAS | CA | 95035 | NONE | PC | BUILDS PATHWAYS TO PROSPERITY FOR TWO GENERATIONS | $25,000 |
| SPECIAL OLYMPICS NORTHERN CALIFORNIA AND NEVADA | |||||||
| 3480 BUSKIRK AVENUE SUITE 340 | PLEASANT HILL | CA | 94523 | NONE | PC | HELP TRANSFORM A NORTHERN CALIFORNIA ATHLETE'S LIFE WITH A GIFT TO SPECIAL OLYMPICS | $50,000 |
| SUPPLYBANKORG | |||||||
| 7730 PARDEE LANE | OAKLAND | CA | 94621 | NONE | PC | TO EFFICIENTLY ADDRESS THE UNMET MATERIAL NEEDS OF HOMELESS AND OTHER IMPOVERISHED CHILDREN, AND ADULTS WORKING TOWARDS SELF-SUFFICIENCY. | $20,000 |
| THE TEACHING WELL | |||||||
| 360 GRAND AVE 77 | OAKLAND | CA | 94610 | NONE | PC | EMPOWERS TIME-CRUNCHED TEACHERS TO PRIORITIZE AND NOURISH THEMSELVES SO THAT THEY CAN BE RESILIENT BOTH INSIDE AND OUTSIDE OF THE CLASSROOM. | $30,000 |
| UC BERKELEY HAAS SCHOOL BOOST PROGRAM | |||||||
| 2220 PIEDMONT AVE | BERKELEY | CA | 94720 | NONE | PC | GENERAL SUPPORT | $35,000 |
| URBAN INITIATIVES | |||||||
| 650 W LAKE ST STE 340 | CHICAGO | IL | 60661 | NONE | PC | WORK TO PLAY | $60,000 |
| VIDA VERDE NATURE EDUCATION | |||||||
| 3540 LA HONDA ROAD | SAN GREGORIO | CA | 94074 | NONE | PC | MULTI-DAY OUTDOOR EDUCATION EXPERIENCES FOR LOW-INCOME OAKLAND AND BAY AREA YOUTH | $40,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $834,654 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $48,324 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,421,654 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,754,029 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,224,007 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,224,007 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DOROTHY JERNSTEDT | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 339 | AddressLine1Txt |
| City | DANVILLE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94526 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,679,101 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | PUBLICLY TRADED SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $1,679,101 | FairMarketValueAmt |
| Received | 2022-12-31 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $64,625 | Amt |
| Net Investment Income | $32,313 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $33,471 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (6 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BONDS - BERNSTEIN | $4,735,774 | $4,735,774 |
| BONDS - BROWN BROTHERS HARRIMAN | $4,815,037 | $4,815,037 |
| BONDS - DODGE & COX | $8,409,551 | $8,409,551 |
| BONDS - MS MAIN | $4,082,375 | $4,082,375 |
| BONDS - FIRST REPUBLIC #18230 | $4,013,662 | $4,013,662 |
| BONDS - SCHARF #11550 | $578,936 | $578,936 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE STOCK - BERNSTEIN | $4,587,058 | $4,587,058 |
| CORPORATE STOCK - BROWN BROTHERS HARRIMAN | $8,323,555 | $8,323,555 |
| CORPORATE STOCKS - MS #18340 | $709,695 | $709,695 |
| CORPORATE STOCK - SCHARF #11550 | $12,390,472 | $12,390,472 |
| CORPORATE STOCK - FIRST REPUBLIC #18230 | $6,258,098 | $6,258,098 |
| CORPORATE STOCK - MS CASH #18301 | $9,446,025 | $9,446,025 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (9 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| STOCK FUNDS - DODGE & COX | FMV | $14,260,289 | $14,260,289 |
| STOCK FUNDS - BERNSTEIN | FMV | $4,293,290 | $4,293,290 |
| EQUITY FUNDS - DODGE & COX, SCHWAB | FMV | $1,848,987 | $1,848,987 |
| MORGAN STANLEY ALTERNATIVE INVESTMENTS | FMV | $473,869 | $473,869 |
| REAL ESTATE INCOME FUND - MS CASH ALTER | FMV | $1,785,236 | $1,785,236 |
| REAL ESTATE INCOME FUND - BROWN BROTHERS | FMV | $344,852 | $344,852 |
| REAL ESTATE INCOME FUND - BERSTEIN | FMV | $969,382 | $969,382 |
| OTHER FUNDS - FIRST REPUBLIC #18230 | FMV | $1,751,472 | $1,751,472 |
| OTHER FUNDS - DODGE & COX, SCHAWB | FMV | $92,778 | $92,778 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INTEREST RECEIVABLE | $64,640 | $88,685 | $88,685 |
| INVESTMENT SALE RECEIVABLE | $4,704 | $4,704 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS | Desc |
| Amt | $19,082,242 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE SUPPLIES/POSTAGE | $2,526 | $0 | $2,521 |
| INSURANCE | $1,244 | $0 | $1,244 |
| AUTO EXPENSE | $37 | $0 | $37 |
| TELEPHONE | $3,291 | $0 | $3,361 |
| MISCELLANEOUS | $400 | $0 | $400 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL EXCISE TAX BENEFITS | Desc |
| Amt | $19,965 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED SECTION 4940 TAX PAYABLE | $437,000 | $172,000 |
| DUE TO RELATED PARTY | $42,146 | $45,347 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT | CategoryTxt |
| Amt | $423,086 | Amt |
| Net Investment Income | $423,086 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |